Richland County, OH Financial Advisors and Resources



Financial Advisor Firms in Richland County, OH


PINNACLE WEALTH PLANNING SERVICES, INC.

Website

(419) 526-5226

6 West 3rd St.
Ste 100
Mansfield, OH 44902

SEC#: 801-51715
Years in Business: 25 years

ESB WEALTH MANAGEMENT, LLC

Website

(419) 525-3961

111 Park Avenue East

Mansfield, OH 44902

SEC#: 801-107178
Years in Business: 5 years

FERMATA ADVISORS, LLC

Website

(707) 509-0388

1898 Lexington Ave

Mansfield, OH 44907

SEC#: 801-117411
Years in Business: 2 years

INFINEX INVESTMENTS, INC.

Website

(419) 524-0831

2 South Main Street

Mansfield, OH 44902

SEC#: 801-67242
Years in Business: 14 years

WHITAKER-MYERS WEALTH MANAGERS, LTD.

Website

(419) 524-4562

1180 Lexington Ave
Suite 200
Mansfield, OH 44907

SEC#: 801-118404
Years in Business: 1 years

SWISHER FINANCIAL CONCEPTS, INC.

Website

(614) 890-1930

1230 Lexington Avenue

Mansfield, OH 44907

SEC#: 801-115211
Years in Business: 2 years

WHITAKER-MYERS WEALTH MANAGERS, LTD.

Website

(419) 524-4562

1180 Lexington Ave
Suite 200
Mansfield, OH 44907

SEC#: 801-118404
Years in Business: 1 years

WHITAKER-MYERS WEALTH MANAGERS, LTD.

Website

(419) 524-4562

1180 Lexington Ave
Suite 200
Mansfield, OH 44907

SEC#: 801-118404
Years in Business: 1 years

FERMATA ADVISORS, LLC

Website

(707) 509-0388

1898 Lexington Ave

Mansfield, OH 44907

SEC#: 801-117411
Years in Business: 2 years


How Retirement-Friendly is Richland County, OH?

  • Population: 121,100
  • % of Population 62 Years and Over: 23%
  • Average Home Value: $116,600
  • Average Monthly Housing Cost: $712
  • Average Household Income: $62,847
  • Ohio Total Tax Burden: 8.96% (16th Highest in U.S.)
  • Ohio Property Tax: 2.78% (25th Lowest in U.S.)
  • Ohio Individual Income Tax: 2.54% (17th Highest in U.S.)
  • Ohio Sales and Excise Tax: 3.64% (18th Highest in U.S.)


Richland County, OH Financial Advisor FAQs

Many financial advisors now offer services such as retirement planning, college funds, and will offer divestiture strategies if something doesn't go as planned. This saves the time and energy you may spend worrying about these little but important things in life.
Financial advisors are typically miscellaneously trained in economics, personal finance, law, statistics, banking and insurance. They work with people to help the financial side of their lives run more smoothly.
What certifications, licenses do you hold that permits you to advise people on their financial future? Have there been any regulatory actions taken against you or your company by the government, the SEC, FINRA, etc.?
A financial advisor would cost an average of $150-$250 an hour per client. There is no specified price for financial advisors because of the variety of tasks they can deliver.